In late 2006 the federal government removed the capital gains tax owed on donations of publicly traded securities to registered charities. This tax advantage substantially reduces the after-tax cost of giving. Individuals able to donate shares can make a significant gift and receive a tax receipt for the value of the shares*.
All donations, including gifts of securities, help keep our hospital on the leading edge of medical care, with state-of-the-art equipment and modern facilities.
How to donate securities:
Please download and complete all sections of the securities donations form (link below), especially the CUSIP number which is provided by your broker/investment advisor. This number identifies your transaction to avoid delays. Income tax receipts issued will reflect the full value of shares as recorded on the date shares are received (electronically or via mail) at Trillium Health Centre Foundation.
Securities Donation Form
For more information on making a donation of securities to Trillium, please call (905) 848-7575.
“By donating your appreciated stocks to the Foundation, you help Trillium get an essential piece of equipment,” says David Wilkes, pictured above with Dr. Magnuson. “Plus you get a tax receipt for the full value of the stocks and pay zero capital gains tax. It just makes good sense.”